We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF

236 hedge funds and large institutions have $581M invested in VanEck BDC Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

71% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 59

10% more capital invested

Capital invested by funds: $529M → $581M (+$51.7M)

8% more funds holding

Funds holding: 218236 (+18)

0.74% more ownership

Funds ownership: 35.68%36.41% (+0.74%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

64% less call options, than puts

Call options by funds: $435K | Put options by funds: $1.22M

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
38
Increased
101
Reduced
59
Closed
17
Calls
$435K
Puts
$1.22M
Net Calls
-$781K
Net Calls Change
-$873K
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
51
Stonebridge Financial Planning Group
Florida
$1.96M +$354K +22,601 +23%
AAS
52
Ameritas Advisory Services
Nebraska
$1.95M +$1.87M +119,592 New
SWA
53
Sax Wealth Advisors
New Jersey
$1.83M +$537K +34,296 +44%
KWA
54
Kingswood Wealth Advisors
California
$1.82M +$206K +13,172 +13%
IPAM
55
Investment Partners Asset Management
New Jersey
$1.73M +$33.1K +2,116 +2%
BIM
56
Bridges Investment Management
Nebraska
$1.72M +$141K +9,015 +9%
HWM
57
Howard Wealth Management
Connecticut
$1.64M +$344K +21,975 +28%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.62M -$188K -11,989 -11%
WA
59
Waverly Advisors
Alabama
$1.6M +$64K +4,089 +4%
Creative Planning
60
Creative Planning
Kansas
$1.59M -$89.3K -5,706 -6%
SWM
61
Spire Wealth Management
Virginia
$1.55M +$50K +3,195 +3%
JSAM
62
J. Safra Asset Management
New York
$1.5M +$1.44M +92,077 New
GWM
63
Gibbs Wealth Management
Georgia
$1.49M +$80.8K +5,165 +6%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.47M -$362K -23,118 -20%
IAIM
65
International Assets Investment Management
Florida
$1.45M +$354K +22,600 +34%
FFWM
66
Future Financial Wealth Management
Ohio
$1.4M -$163K -10,392 -11%
GA
67
GFS Advisors
Texas
$1.27M
AAA
68
Adams Asset Advisors
Texas
$1.24M +$1.2M +76,419 New
PIA
69
Perennial Investment Advisors
California
$1.21M -$51.9K -3,316 -4%
AWF
70
Alpha Wealth Funds
Utah
$1.21M +$70.3K +4,488 +6%
Lido Advisors
71
Lido Advisors
California
$1.2M -$7.42K -474 -0.6%
PAG
72
Private Advisor Group
New Jersey
$1.2M -$15.8K -1,008 -1%
BSG
73
Black Swift Group
Colorado
$1.17M -$628K -40,140 -36%
KPWS
74
Kestra Private Wealth Services
Texas
$1.17M +$27.5K +1,757 +3%
GC
75
Guidance Capital
Kentucky
$1.11M -$66.8K -4,269 -6%

BIZD Hedge Fund Activity: Q2 2025 in Review

236 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2025, worth a combined $581M — up 9.8% from $529M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BIZD positions and 17 closed out — a net gain of 21 holders — while 101 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $31.9M. The largest seller was Nan Fung Trinity, exiting entirely with an estimated $7.96M sold.

  • 236 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2025, up from 218 in Q1 2025.
  • Funds reported $581M of VanEck BDC Income ETF stock for Q2 2025, up 9.8% quarter-over-quarter.
  • 38 funds opened new VanEck BDC Income ETF positions in Q2 2025 and 17 closed out, a net change of +21 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2025 was Bank of America, an estimated $31.9M added.
  • The largest VanEck BDC Income ETF seller in Q2 2025 was Nan Fung Trinity, an estimated $7.96M sold.

Based on aggregated 13F filings for Q2 2025.